Carson Wealth (CWM LLC)’s Icahn Enterprises IEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
79
| – | – | ﹤0.01% | 5013 |
|
|
2025
Q1 | $1K | Hold |
79
| – | – | ﹤0.01% | 4912 |
|
|
2024
Q4 | $1K | Sell |
79
-544
| -87% | -$6.89K | ﹤0.01% | 4719 |
|
|
2024
Q3 | $8K | Buy |
623
+188
| +43% | +$2.41K | ﹤0.01% | 3886 |
|
|
2024
Q2 | $7K | Hold |
435
| – | – | ﹤0.01% | 3711 |
|
|
2024
Q1 | $7K | Buy |
435
+80
| +23% | +$1.29K | ﹤0.01% | 3508 |
|
|
2023
Q4 | $6K | Buy |
355
+206
| +138% | +$3.48K | ﹤0.01% | 3430 |
|
|
2023
Q3 | $3K | Sell |
149
-201
| -57% | -$4.05K | ﹤0.01% | 3669 |
|
|
2023
Q2 | $10K | Buy |
350
+347
| +11,567% | +$9.91K | ﹤0.01% | 3078 |
|
|
2023
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4170 |
|
|
2021
Q2 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2021
Q1 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2020
Q4 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2020
Q3 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2020
Q2 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2020
Q1 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2019
Q4 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2019
Q3 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2019
Q2 | $7K | Hold |
119
| – | – | ﹤0.01% | 2241 |
|
|
2019
Q1 | $7K | Buy |
119
+19
| +19% | +$1.12K | ﹤0.01% | 2241 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1475 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1246 |
|
|
2018
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 968 |
|
|
2017
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 1088 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 882 |
|
|
2017
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 865 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 821 |
|
|
2016
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 825 |
|